Skip to main content

Essential Properties Realty Trust, Inc.

EPRT
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001728951

In the last 90 days, Essential Properties Realty Trust, Inc. insiders filed 0 open-market purchases and 1 sale; 380 institutions reported holding it in 13F filings for Q2 2026, worth $7.53B in total; no superinvestor holds it.

13F holders, Q3 2026

Institutional positions in Essential Properties Realty Trust, Inc. as of Sep 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
5
0 vs. Q2 2026
Shares held
105.3K
+12.9K (+14.0%) vs. Q2 2026
Total value
$2.72M
−$40.5K (−1.5%) vs. Q2 2026
New holders
0
3 more added
Sold out
0
2 more reduced

375 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EPRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holders
Q1 2021: 184 institutionsQ2 2021: 193 institutionsQ3 2021: 208 institutionsQ4 2021: 215 institutionsQ1 2022: 229 institutionsQ2 2022: 227 institutionsQ3 2022: 227 institutionsQ4 2022: 229 institutionsQ1 2023: 250 institutionsQ2 2023: 262 institutionsQ3 2023: 271 institutionsQ4 2023: 274 institutionsQ1 2024: 285 institutionsQ2 2024: 308 institutionsQ3 2024: 329 institutionsQ4 2024: 332 institutionsQ1 2025: 356 institutionsQ2 2025: 352 institutionsQ3 2025: 345 institutionsQ4 2025: 358 institutionsQ1 2026: 381 institutionsQ2 2026: 380 institutions
Value held
Q1 2021: $2.57BQ2 2021: $3.24BQ3 2021: $3.28BQ4 2021: $3.61BQ1 2022: $3.42BQ2 2022: $2.82BQ3 2022: $2.73BQ4 2022: $3.36BQ1 2023: $3.76BQ2 2023: $3.61BQ3 2023: $3.64BQ4 2023: $4.30BQ1 2024: $4.87BQ2 2024: $5.19BQ3 2024: $6.67BQ4 2024: $6.22BQ1 2025: $6.92BQ2 2025: $6.88BQ3 2025: $6.36BQ4 2025: $6.86BQ1 2026: $7.44BQ2 2026: $7.53B
Institutions holding EPRT and their total value by quarter
QuarterHoldersValue
Q2 2026380$7.53B
Q1 2026381$7.44B
Q4 2025358$6.86B
Q3 2025345$6.36B
Q2 2025352$6.88B
Q1 2025356$6.92B
Q4 2024332$6.22B
Q3 2024329$6.67B
Q2 2024308$5.19B
Q1 2024285$4.87B
Q4 2023274$4.30B
Q3 2023271$3.64B
Q2 2023262$3.61B
Q1 2023250$3.76B
Q4 2022229$3.36B
Q3 2022227$2.73B
Q2 2022227$2.82B
Q1 2022229$3.42B
Q4 2021215$3.61B
Q3 2021208$3.28B
Q2 2021193$3.24B
Q1 2021184$2.57B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Essential Properties Realty Trust, Inc.; share changes are against Q2 2026.

Institutions holding EPRT in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Mizuho Markets Americas LLC––––Not filed
TCW Group Inc––––Not filed
Perennial Investment Advisors, LLC––––Not filed
UniSuper Management Pty Ltd––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Allianz Asset Management GmbH––––Not filed
EntryPoint Capital, LLC––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Cetera Investment Advisers––––Not filed
Xponance, Inc.––––Not filed
Two Sigma Securities, LLC––––Not filed
Teacher Retirement System of Texas––––Not filed
Winton Group Ltd––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Boothbay Fund Management, LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Groupe la Francaise––––Not filed
Atom Investors LP––––Not filed
Summit Global Investments––––Not filed
CI Private Wealth, LLC––––Not filed
Collaborative Fund Advisors, LLC––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Swiss Life Asset Management Ltd––––Not filed
Brevan Howard Capital Management LP––––Not filed
Centersquare Investment Management LLC––––Not filed
HighTower Advisors, LLC––––Not filed
Pathstone Holdings, LLC––––Not filed
Whalen Wealth Management Inc.––––Not filed
Lifestyle Asset Management, Inc.––––Not filed
Brown Advisory Inc––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Severin Investments, LLC––––Not filed
Ensign Peak Advisors, Inc––––Not filed
Brookfield Asset Management Inc.––––Not filed
Pasadena Private Wealth, LLC––––Not filed
Cerity Partners LLC––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Lido Advisors, LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
GeoWealth Management, LLC––––Not filed
Qube Research & Technologies Ltd––––Not filed
Profund Advisors LLC––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
Thoroughbred Financial Services, LLC––––Not filed
CIBC Asset Management Inc––––Not filed
PGGM Investments––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Evergreen Capital Management LLC––––Not filed
Icapital Wealth LLC––––Not filed
FJ Capital Management LLC––––Not filed
DnB Asset Management AS––––Not filed
MQS Management LLC––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
Kestra Advisory Services, LLC––––Not filed
BCO Wealth Management LLC––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
Fifth Third Bancorp––––Not filed
Norinchukin Bank, The––––Not filed
M&G Plc––––Not filed
Mirae Asset Global Investments Co., Ltd.––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
RSM US Wealth Management LLC––––Not filed
Lazard Asset Management LLC––––Not filed
EP Wealth Advisors, LLC––––Not filed
Cetera Trust Company, N.A––––Not filed
Brinker Capital Investments, LLC––––Not filed
Private Advisor Group, LLC––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
CSM Advisors, LLC––––Not filed
Everence Capital Management Inc––––Not filed
Empowered Funds, LLC––––Not filed
AlphaGrep UK Ltd––––Not filed
Mather Group, LLC.––––Not filed
Inceptionr LLC––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
Gilman Hill Asset Management, LLC––––Not filed
Cullen Capital Management LLC––––Not filed
Hohimer Wealth Management, LLC––––Not filed
Glenmede Trust Co NA––––Not filed
Jones Financial Companies LLLP––––Not filed
KBC Group NV––––Not filed
US Bancorp––––Not filed
Signaturefd, LLC––––Not filed
Atlantic Union Bankshares Corp––––Not filed
GAMMA Investing LLC––––Not filed
Spirit of America Management Corp––––Not filed
Covestor Ltd––––Not filed
Horizon Investments, LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
McGuire Capital Advisors Inc––––Not filed
Nykredit A/S––––Not filed
GF Fund Management Co. Ltd.––––Not filed
Parkside Financial Bank & Trust––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Farther Finance Advisors, LLC––––Not filed
Heritage Wealth Advisors––––Not filed